Sagecreek Planning & Investments

SageCreek Planning & Investments helps clients manage cash flow, taxes, and investments through financial planning.

Financial Services

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Headquarters: Roanoke, Virginia, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range: 1 to 10Source: RevenueBaseRetrieved October 13, 2026
Published list appearances: 2 supported appearances ↗Source: RevenueBase lists

The company at a glance

What does Sagecreek Planning & Investments do?

The firm works with clients to develop a growing stream of predictable income to support their lifestyle and possibly leave a legacy. The firm analyzes clients’ current financial position and develops a plan toward their goals.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

What the business offers

Services & capabilities.

Financial planning

The planning focuses on managing cash flow, taxes, and investments.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

#8OF 12

Roanoke

Fiduciary advisors

Snapshot: September 19, 2026

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#9OF 14

Roanoke

Personal financial accounting firms

Snapshot: September 28, 2026

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Positions describe ordering within each source list. See how lists are built ↗

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Sagecreek Planning & Investments

#8 Fiduciary advisors

Snapshot: September 19, 2026

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<a href="https://revenuebase.ai/companies/fiduciary-advisors/united-states/roanoke" target="_blank" rel="nofollow noopener">
  <img src="https://revenuebase.ai/companies/profiles/sagecreekplanning/recognition-companies-fiduciary-advisors-united-states-roanoke-20260920-51a2c6dc30437c7bd797f4d45d414334e04b8b8b30753213d7ea98ad67a55897.svg" alt="Sagecreek Planning &amp; Investments listed #8 on Fiduciary advisors, September 19, 2026" width="220" height="319" style="max-width:100%;height:auto;" />
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Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 3, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 19, 2026 and September 28, 2026. How the company lists are built.

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